West Financial Management West Financial Management Co. LTD 01752 228382    info@westfm.biz

Client feedback questionnaire Summer 2011

* Name:   * E-mail:

Preferred method of contact:
E-mail Letter Phone Any

I prefer:
more detailed information less detailed information No comment

I value the following:
Yes No No comment
Newsletters
Christmas Gift or charity donation
Annual South Hams Calendar
Seminars/Mailouts
Client hospitality events

On a level of 1 - 5, with 1 being of low value and 5 being of high value.
I value the following services from West Financial Management:
1 2 3 4 5
Annual Meeting
Annual Valuation
Paperwork cleanse
Qualified & experienced IFA
Prompt response to enquiries
Professional office environment



What value do you feel you receive from West Financial Management?


Would you value more frequent valuations for an additional cost?    Yes No

Would you value a folder for your filing?    Yes No

Constructive Criticism:


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personal factfind, please enter them below.